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Home > Institutional Investor > Tower Wealth Partners, Inc. > Profile

Instuitional Investor - Tower Wealth Partners, Inc.

Fund Profile
Filing Period:
Fund Name: Tower Wealth Partners, Inc.
Portfolio Value $202,558,141
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 197,946 $23,553,595 11.63%
2.
Columbia Etf Tr I
 511,314 $22,129,670 10.93%
3.
Victory Portfolios Ii
 UITB 317,448 $18,982,882 9.37%
4.
Janus Detroit Str Tr
 338,662 $17,099,044 8.44%
5.
Ishares Trust
 IEF 189,098 $14,581,347 7.2%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.